Ray Carvalho

About Ray Carvalho

With over a decade of experience in the financial sector, I am the founder and CEO of Carvalho Investment Group, a company that provides personalized investment advisory services to clients in the United States. I hold the Series 7 and 66 licenses, as well as a personal investment advisor certification from Merrill Lynch. I am fluent in English, Portuguese, and Spanish, and have a deep understanding of the market dynamics and regulatory framework. Prior to founding my own company, I was a financial advisor at Merrill Lynch Wealth Management, where I managed a portfolio of high-net-worth individuals and families (over $100 million in assets under management), and helped them achieve their financial goals. My core competencies include investments, technical analysis, market analysis, retirement planning, investment management, risk management, client relationship, compliance knowledge, analytical skills, and communication skills. I am passionate about creating value for my clients and partners, and leveraging my cross-cultural and bilingual skills to expand my network and reach. I am always eager to learn new skills and explore new opportunities in the financial industry.

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